American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q4 2024
Institutional positions in American Express Co as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,643
- +229 vs. Q3 2024
- Shares held
- 598.7M
- +6.85M (+1.2%) vs. Q3 2024
- Total value
- $177.5B
- +$17.3B (+10.8%) vs. Q3 2024
- New holders
- 334
- 859 more added
- Sold out
- 105
- 1,031 more reduced
46 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 15,880 | $4.71M | 0.39% | +4,669+41.6% | Added |
| Foundations Investment Advisors, LLC | 15,912 | $4.72M | 0.09% | +456+3.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,937 | $4.73M | 0.21% | −610−3.7% | Reduced |
| MUFG Securities EMEA plc | 16,000 | $4.75M | 0.09% | +16,000 | New |
| Birmingham Capital Management Co Inc | 16,005 | $4.75M | 1.76% | −3,070−16.1% | Reduced |
| Brave Asset Management Inc | 16,009 | $4.75M | 1.51% | 00.0% | Unchanged |
| Impact Asset Management GmbH | 16,040 | $4.76M | 1.88% | −4,510−21.9% | Reduced |
| Stone Point Wealth LLC | 16,064 | $4.77M | 1.60% | −891−5.3% | Reduced |
| Apollon Wealth Management, LLC | 16,064 | $4.77M | 0.11% | +3,161+24.5% | Added |
| Lee Johnson Capital Management, LLC | 16,132 | $4.79M | 2.53% | +312+2.0% | Added |
| Gilman Hill Asset Management, LLC | 16,274 | $4.83M | 0.84% | −5,513−25.3% | Reduced |
| Dakota Wealth Management | 16,355 | $4.85M | 0.11% | −1,502−8.4% | Reduced |
| Gladstone Institutional Advisory LLC | 16,364 | $4.86M | 0.23% | +5,111+45.4% | Added |
| CoreCap Advisors, LLC | 16,368 | $4.86M | 0.22% | −2,176−11.7% | Reduced |
| Arjuna Capital | 16,391 | $4.86M | 1.29% | −488−2.9% | Reduced |
| WP Advisors, LLC | 16,403 | $4.87M | 1.62% | +39+0.2% | Added |
| Nemes Rush Group LLC | 16,412 | $4.87M | 0.60% | −108−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,654 | $4.94M | 0.18% | +662+4.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,680 | $4.95M | 0.02% | −1,649−9.0% | Reduced |
| Mathes Company, Inc. | 16,770 | $4.98M | 1.82% | −710−4.1% | Reduced |
| NorthRock Partners, LLC | 16,793 | $4.98M | 0.16% | −905−5.1% | Reduced |
| Allstate Corp | 16,925 | $5.02M | 0.15% | +16,925 | New |
| Bill Few Associates, Inc. | 16,936 | $5.03M | 1.77% | −260−1.5% | Reduced |
| Pring Turner Capital Group Inc | 16,941 | $5.03M | 3.37% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 16,965 | $5.04M | 0.37% | −139−0.8% | Reduced |
| Oliver Luxxe Assets LLC | 18,584 | $5.04M | 0.91% | 00.0% | Unchanged |
| Ghe, LLC | 17,021 | $5.05M | 2.00% | +447+2.7% | Added |
| Leonteq Securities AG | 17,127 | $5.08M | 0.50% | +1,641+10.6% | Added |
| Catalyst Capital Advisors LLC | 17,163 | $5.09M | 0.11% | +2,062+13.7% | Added |
| Cullen Capital Management LLC | 17,168 | $5.10M | 0.06% | −2,221−11.5% | Reduced |
| Park National Corp | 17,267 | $5.12M | 0.19% | −176−1.0% | Reduced |
| BDF-Gestion | 17,271 | $5.13M | 0.53% | −2,244−11.5% | Reduced |
| Glenview Trust Co | 17,305 | $5.14M | 0.10% | −825−4.6% | Reduced |
| Elgethun Capital Management | 17,614 | $5.23M | 1.27% | −1,032−5.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,670 | $5.24M | 0.12% | −130−0.7% | Reduced |
| Central Pacific Bank - Trust Division | 17,825 | $5.29M | 0.69% | −1,600−8.2% | Reduced |
| Callahan Advisors, LLC | 17,825 | $5.29M | 0.50% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 17,997 | $5.34M | 0.10% | +3,875+27.4% | Added |
| Pacifica Capital Investments, LLC | 18,020 | $5.35M | 1.72% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 18,089 | $5.37M | 1.98% | +18,089 | New |
| Haverford Trust Co | 18,119 | $5.38M | 0.05% | +572+3.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 18,204 | $5.40M | 0.40% | +771+4.4% | Added |
| Teamwork Financial Advisors, LLC | 18,213 | $5.41M | 0.70% | +482+2.7% | Added |
| Integrated Wealth Concepts LLC | 18,268 | $5.42M | 0.06% | +371+2.1% | Added |
| Selway Asset Management | 18,272 | $5.42M | 2.13% | +100+0.6% | Added |
| NewSquare Capital LLC | 18,282 | $5.43M | 0.43% | +18,282 | New |
| Mount Vernon Associates Inc | 18,317 | $5.44M | 4.24% | −24−0.1% | Reduced |
| Morton Community Bank | 18,355 | $5.45M | 1.44% | −45−0.2% | Reduced |
| Verdence Capital Advisors LLC | 18,362 | $5.45M | 0.44% | +227+1.3% | Added |
| Equitable Holdings, Inc. | 18,378 | $5.45M | 0.05% | +279+1.5% | Added |
| Caldwell Trust Co | 18,456 | $5.48M | 0.57% | +1,137+6.6% | Added |
| Courier Capital LLC | 18,468 | $5.48M | 0.38% | −12−0.1% | Reduced |
| Jag Capital Management, LLC | 18,482 | $5.49M | 0.77% | +285+1.6% | Added |
| Walleye Capital LLC | 18,662 | $5.54M | 0.05% | −194,285−91.2% | Reduced |
| Oppenheimer Asset Management Inc. | 18,717 | $5.56M | 0.07% | −2,588−12.1% | Reduced |
| Insight Wealth Strategies, LLC | 18,759 | $5.57M | 0.75% | −877−4.5% | Reduced |
| Welch Group, LLC | 18,823 | $5.60M | 0.25% | +323+1.7% | Added |
| Hi-Line Capital Management, LLC | 18,887 | $5.61M | 2.45% | −2,630−12.2% | Reduced |
| First Hawaiian Bank | 18,905 | $5.61M | 0.18% | −1,791−8.7% | Reduced |
| Sumitomo Life Insurance Co | 18,921 | $5.62M | 0.11% | −286−1.5% | Reduced |
| NBT Bank N A | 18,972 | $5.63M | 0.39% | −412−2.1% | Reduced |
| Game Plan Financial Advisors, LLC | 18,982 | $5.64M | 2.67% | +2,826+17.5% | Added |
| BFSG, LLC | 19,029 | $5.65M | 0.66% | −830−4.2% | Reduced |
| F/M Investments LLC | 19,045 | $5.65M | 0.21% | +1,456+8.3% | Added |
| Ballentine Partners, LLC | 19,091 | $5.67M | 0.10% | −536−2.7% | Reduced |
| JLB & Associates Inc | 19,123 | $5.68M | 0.77% | −790−4.0% | Reduced |
| LGT Group Foundation | 19,353 | $5.74M | 0.09% | +564+3.0% | Added |
| Capital International Inc | 19,503 | $5.79M | 0.07% | +5,279+37.1% | Added |
| Snowden Capital Advisors LLC | 19,512 | $5.79M | 0.18% | +67+0.3% | Added |
| Modera Wealth Management, LLC | 19,533 | $5.80M | 0.07% | +208+1.1% | Added |
| Everence Capital Management Inc | 19,704 | $5.85M | 0.38% | +1,450+7.9% | Added |
| Karani Asset Management LLC | 19,748 | $5.86M | 5.47% | +19,748 | New |
| CSM Advisors, LLC | 19,825 | $5.89M | 0.28% | +455+2.3% | Added |
| Verition Fund Management LLC | 19,895 | $5.90M | 0.03% | +15,216+325.2% | Added |
| CAPROCK Group, Inc. | 19,906 | $5.91M | 0.19% | +19,906 | New |
| LaFleur & Godfrey LLC | 19,914 | $5.91M | 0.81% | +40+0.2% | Added |
| DJE Kapital AG | 20,000 | $5.93M | 0.14% | +20,000 | New |
| TKG Advisors, LLC | 18,454 | $5.93M | 2.73% | +557+3.1% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.97M | 2.00% | 00.0% | Unchanged |
| Empirical Finance, LLC | 20,145 | $5.98M | 0.35% | −299−1.5% | Reduced |
| Patton Fund Management, Inc. | 20,370 | $6.05M | 1.18% | +20,370 | New |
| Twin Tree Management, LP | 20,458 | $6.07M | 0.15% | −151,710−88.1% | Reduced |
| Eventide Asset Management, LLC | 20,446 | $6.07M | 0.11% | +20,446 | New |
| Stephens Inc | 20,465 | $6.07M | 0.09% | −128−0.6% | Reduced |
| Bell Asset Management Ltd | 20,502 | $6.08M | 1.11% | −3,309−13.9% | Reduced |
| Concurrent Investment Advisors, LLC | 20,526 | $6.09M | 0.17% | +9,322+83.2% | Added |
| Banque Pictet & Cie SA | 20,538 | $6.10M | 0.06% | +20,538 | New |
| Salvus Wealth Management, LLC | 20,662 | $6.13M | 3.91% | −163−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 20,740 | $6.16M | 0.07% | −4,120−16.6% | Reduced |
| Northstar Group, Inc. | 20,755 | $6.16M | 1.03% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 20,827 | $6.18M | 1.59% | +491+2.4% | Added |
| Fort Sheridan Advisors LLC | 20,857 | $6.19M | 0.90% | −300−1.4% | Reduced |
| CenterBook Partners LP | 20,895 | $6.20M | 0.37% | +6,120+41.4% | Added |
| Chemung Canal Trust Co | 20,961 | $6.22M | 1.30% | −1,589−7.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 20,427 | $6.22M | 2.59% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 21,389 | $6.35M | 4.72% | +80.0% | Added |
| Fiduciary Group LLC | 21,400 | $6.35M | 0.64% | −56−0.3% | Reduced |
| Wetherby Asset Management Inc | 21,689 | $6.44M | 0.31% | −1,698−7.3% | Reduced |
| Greenleaf Trust | 21,746 | $6.45M | 0.06% | +310+1.4% | Added |
| Naples Global Advisors, LLC | 21,819 | $6.48M | 0.61% | −260−1.2% | Reduced |